See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,537 | $152,509-65.6% | $117,472-55.3% | $134,475-60.9% |
| Participation rate | 92.3% | 77.1%+15.2pp | 70.6%+21.7pp | 81.2%+11.1pp |
| Annual return | -16.07% | 52.99%-69.1pp | 29.74%-45.8pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,353 | $5,571-39.8% | $4,176-19.7% | $4,740-29.3% |
| Participant deferral / active EE | $6,438 | $4,818+33.6% | $4,070+58.2% | $6,400+0.6% |
| Admin fee / account holder | $1,349 | $7,004-80.7% | $5,645-76.1% | $11,426-88.2% |